Billing accuracy and plan-change reliability improvements

This release includes a set of accuracy and reliability improvements to the billing page, the plan-change drawer, and the Unlinked Accounts modal.

What's new

The plan-change drawer now updates in real time. As you adjust the number of seats, switch billing cycle, or apply a promo code, the order summary updates immediately with credits for unused time, prorated upgrade charges, due-today amount, and next-charge amount — all sourced directly from Stripe.

Bug fixes

• Seat counter floor now uses Lead Advisor count. The minimum number of seats is calculated from your firm's lead advisors and non-advisor team members (each seat covers 1 lead advisor + 2 non-advisors).
• Active coupons are honored across the entire plan-change flow. If your subscription has a coupon attached, the Current Plan line, prorated charge, due-today amount, and next-charge amount all reflect the discounted price. Previously some lines showed the pre-discount amount, causing the math to look inconsistent.
• Seat counts now reconcile against your Stripe subscription at checkout, ensuring the final quantity matches before the charge completes.
• The plan-change drawer opens to a clean "no changes" state. Opening the drawer without changing anything now correctly shows "No changes to your current plan" with the Confirm button disabled. Previously stale proration math could appear before any change was made.
• The promo input is locked when a coupon is already attached. Re-applying or stacking coupons on an active subscription is prevented at the UI layer with clear messaging. Contact support to change an active coupon.
• Unlinked Accounts modal lets you link multiple accounts in a row. After linking an account to a household, the remaining rows' client search dropdowns continue to work. Previously they degraded to plain browser dropdowns and the modal had to be closed and reopened between each link.
• Billing tab visibility for team members with admin permissions. A team member whose role-specific permission level is set to Admin will now see the Billing tab in Settings. (Users may need to log out and back in once for new permissions to take effect.)